Getting started with Pin

this guide will help you get started using pin, from account setup to sourcing candidates and launching your first outreach most users are up and running within a day, and we’ll make sure you are too this guide covers setting up your account https //docs pin com/#diydt creating your first job https //docs pin com/#019v5 connecting your email account https //docs pin com/#llw0o adding your email signature https //docs pin com/#7cb4u inviting a team member https //docs pin com/# ulwn installing the pin chrome extension https //docs pin com/#r6hay connecting your linkedin account https //docs pin com/#srueo adding candidates manually https //docs pin com/#hgpms running candidate searches https //docs pin com/#twk4a creating an outreach sequence https //docs pin com/#1wovv understanding lookup credits https //docs pin com/#icsuz setting up your account head over to https //app pin com/login to get started you'll need to use your work email hosted by g suite or microsoft 365 note we currently support only google and microsoft hosted email accounts while we don’t recommend it, if you need to use a @gmail com or @outlook com account, please reach out to our support team keep in mind that using a personal email may impact your experience with pin creating your first job when setting up your pin account, you’ll be guided to create your first job by providing a few details here's a walkthrough on how to create your first job with pin connecting your email account you can connect additional email accounts to your pin account in settings > connected accounts we recommend connecting your email account to pin since this allows us to do a few things it allows us to send emails to candidates and know when candidates respond it helps you with scheduling by showing your calendar right inside pin adding your email signature you can add your email signature in the connected accounts section for every email that's connected to pin note only text based signatures are currently supported images and other media files cannot be added to signatures inviting a team member during your account setup, you'll be able to invite team members if the "allow anyone from your company to join this org" setting is enabled, they'll need a verified email address with your company domain to join if you'd like to invite a team member to join later, navigate to job settings > user & team settings > members in the members tab, enter your team member's email address, select which permission they'll be assigned, and click "send invite" pin has four user permission levels, each with different access admin – each team can have only one admin the admin manages billing and is the only user who can change other users' roles member – members can perform all actions except billing related changes viewer – viewers can only see activity within the pin account they cannot take any actions, and most functions will appear greyed out for them billing – same as viewer, but can make billing changes and manage user roles note only admin and member roles are billed as paid seats viewer and billing roles are free and do not incur any charges installing the pin chrome extension you can install the pin chrome extension here https //chromewebstore google com/detail/pin/infcaknhippabnplinmgidmjojcbkijd note the extension works on linkedin's free version and all linkedin recruiter plans except for sales navigator connecting your linkedin account after installing the pin chrome extension, you can connect your linkedin account to send messages and connection requests directly through pin while keeping all your candidate communication in sync follow the steps in the connecting your linkedin account guide to set this up adding candidates manually if you have candidates you'd like to manually add to your outreach sequence, you can do so via csv upload, linkedin urls, or by copying them from an existing sequence check out the how to add candidates manually docid\ fzvcgh az9np7gw0rsqin guide to get step by step instructions for each method running candidate searches when running candidate searches, you can either paste your job description into pin to have it automatically organized or manually enter your search criteria learn how to run candidate searches and apply filters in the how to run candidate searches docid\ z9pudptsxbsz0bynq0vep guide creating an outreach sequence outreach sequences are a series of steps you set up to contact candidates through email, linkedin, text message, phone call, or voicemail drop the create and customize outreach sequence guide walks you through each step of setting up your outreach workflow note candidates must be added to outreach in order for pin to find their emails understanding lookup credits pin uses lookup credits to find candidates' email addresses and phone numbers you can check out the understanding lookup credits guide to learn how lookup credits work, how to check your balance, and how to purchase more